FWM
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FFT Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

FFT Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-33,920
Closed -$267K – 68
2017
Q2 		$267K Buy
+33,920
New +$252K 0.09% 74

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CI
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Northern Trust
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Morgan Stanley
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PPA
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Wells Fargo
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return